| Plan Name | TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | TAMPA BAY FINANCIAL PLANNING, LLC |
| Employer identification number (EIN): | 274461433 |
| NAIC Classification: | 523900 |
Additional information about TAMPA BAY FINANCIAL PLANNING, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2011-01-05 |
| Company Identification Number: | L11000002044 |
| Legal Registered Office Address: |
2531 LANDMARK DRIVE CLEARWATER 33761 |
More information about TAMPA BAY FINANCIAL PLANNING, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | SHELDON CLARK | 2024-06-12 | SHELDON CLARK | 2024-06-12 |
| 001 | 2022-01-01 | SHELDON CLARK | 2023-02-27 | ||
| 001 | 2022-01-01 | SHELDON CLARK | 2023-05-01 | ||
| 001 | 2021-01-01 | SHELDON CLARK | 2022-05-17 | ||
| 001 | 2020-01-01 | SHELDON CLARK | 2021-05-17 | ||
| 001 | 2019-01-01 | SHELDON CLARK | 2020-03-19 | ||
| 001 | 2018-01-01 | SHELDON CLARK | 2019-06-04 | ||
| 001 | 2017-01-01 | SHELDON CLARK | 2018-04-16 | ||
| 001 | 2016-01-01 | SHELDON CLARK | 2017-06-05 | ||
| 001 | 2015-01-01 | SHELDON CLARK | 2016-06-06 | ||
| 001 | 2014-01-01 | SHELDON CLARK | 2015-04-22 | ||
| 001 | 2013-01-01 | SHELDON CLARK | 2014-06-10 | ||
| 001 | 2012-01-01 | SHELDON CLARK III | 2013-06-03 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-05-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-27 | 1426 |
| Net assets as of the end of the plan year | 2025-05-27 | 1788302 |
| Total assets as of the beginning of the plan year | 2025-05-27 | 1424413 |
| Value of plan covered by a fidelity bond | 2025-05-27 | 120000 |
| Participant contributions to plan in this plan year | 2025-05-27 | 102491 |
| Other income to plan in this plan year | 2025-05-27 | 232870 |
| Plan net income in this plan year | 2025-05-27 | 363889 |
| Net assets as of the end of the plan year | 2025-05-27 | 1788302 |
| Net assets as of the beginning of the plan year | 2025-05-27 | 1424413 |
| Employer contributions to plan in this plan year | 2025-05-27 | 29954 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-27 | 1426 |
| 2024 : TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-12 | 1156 |
| Net assets as of the end of the plan year | 2024-06-12 | 1424413 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 1093901 |
| Value of plan covered by a fidelity bond | 2024-06-12 | 120000 |
| Participant contributions to plan in this plan year | 2024-06-12 | 95438 |
| Other income to plan in this plan year | 2024-06-12 | 205593 |
| Plan net income in this plan year | 2024-06-12 | 330512 |
| Net assets as of the end of the plan year | 2024-06-12 | 1424413 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 1093901 |
| Employer contributions to plan in this plan year | 2024-06-12 | 30637 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-12 | 1156 |